Position in SCHW
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$243,408
-$7,865 QoQ
Shares Held
2,590
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,625,686 across 19 Capital Markets names. SCHW ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
704 | $595,576 | |
| 2 | SCHW |
Schwab Charles Corp
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|
2,590 | $243,408 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
3,915 | $161,572 | |
| 4 | MS |
Morgan Stanley
|
944 | $155,354 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
2,756 | $121,208 | |
| 6 | WULF |
Terawulf Inc.
|
6,140 | $88,600 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
1,202 | $83,298 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
940 | $63,045 |
All Filings in SCHW
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $243,408 | 2,590 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $251,273 | 2,515 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $239,820 | 2,512 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $228,829 | 2,508 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $194,838 | 2,489 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $180,214 | 2,435 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $157,553 | 2,431 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $180,614 | 2,451 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $216,802 | 2,997 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $157,689 | 2,292 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $122,921 | 2,239 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $126,793 | 2,237 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $112,355 | 2,145 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $167,435 | 2,011 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $108,523 | 1,510 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $95,338 | 1,509 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $127,055 | 1,507 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $126,654 | 1,506 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $149,759 | 2,056 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $147,513 | 2,026 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $92,946 | 1,426 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $81,893 | 1,544 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $55,902 | 1,543 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $42,242 | 1,252 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||